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| Provider | Service type | Compensation |
|---|---|---|
SLAVIC INTEGRATED ADMINISTRATION5+ years Service code 15 · EIN 65-0608221 | Recordkeeping | $21,225 |
KOVACK SECURITIES INC2 years Filed as: KOVACK ADVISORS INC. Service code 26 6451 N. FEDERAL HIGHWAY · FT. LAUDERDALE, FL 33308 | Advisory (Participants) | $6,523 |
WEINSTEIN ZUGMAN, LLC3 years Service code 10 · EIN 20-0453834 | Accounting | $5,205 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,709 | $89,652-56.8% | $141,197-72.6% | $65,186-40.6% |
| Participation rate | 45.0% | 74.7%-29.7pp | 82.5%-37.4pp | 70.2%-25.2pp |
| Annual return | 22.35% | 32.79%-10.4pp | 71.41%-49.1pp | 29.39%-7.0pp |
| Employer contribution / active EE | $1,217 | $3,065-60.3% | $4,736-74.3% | $2,177-44.1% |
| Participant deferral / active EE | $2,716 | $5,691-52.3% | $6,710-59.5% | $3,514-22.7% |
| Admin fee / account holder | $386 | $569-32.2% | $10,265-96.2% | $847-54.5% |